West Michigan Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

West Michigan Advisors’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.71M	Buy	65,868 +22,762	+53%	+$2.66M	1.47%	7
2026 Q1	$5.01M	Buy	43,106 +26,008	+152%	+$3.01M	1.1%	12
2025 Q4	$1.97M	Buy	17,098 +10,556	+161%	+$1.21M	0.45%	74
2025 Q3	$745K	Buy	+6,542	New	+$741K	0.18%	118
2025 Q1	–	Sell	-2,415	Closed	-$266K	–	217
2024 Q4	$266K	Sell	2,415 -10,825	-82%	-$1.19M	0.08%	183
2024 Q3	$1.44M	Buy	13,240 +9,247	+232%	+$1M	0.44%	51
2024 Q2	$431K	Buy	+3,993	New	+$428K	0.14%	112

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

West Michigan Advisors's BOXX Position: Q2 2026 in Review

West Michigan Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 53% in Q2 2026, buying an estimated $2.66M and bringing the position to 65,868 shares worth $7.71M. The position accounts for 1.47% of the portfolio, ranked #7.

West Michigan Advisors first reported a position in BOXX in Q2 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

West Michigan Advisors held 65,868 shares of Alpha Architect 1-3 Month Box ETF worth $7.71M as of Q2 2026.
West Michigan Advisors bought 22,762 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.66M.
Alpha Architect 1-3 Month Box ETF made up 1.47% of West Michigan Advisors's portfolio in Q2 2026, its #7 holding.
West Michigan Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.